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System Tab
Process in System Configuration
7 min
process in system configuration a process is the main component under which campaigns, users, and other settings are organized you must create a process first to set up a contact center create a process click the add button enter a process name provide a description select a process type (e g , default) choose a table definition (e g , defaulttabledefinition) click done the process is created and displayed on the screen multiple processes can be created using these steps however, the process ids will remain different modify a process after selecting a process from the list, you can modify its settings select the process in the left side section the fields (such as process name and description) will be populated in the right side section you can change the process name here as well provide the new name of the process in the process name field you have to provide the inputs for the following fields crm properties url user can enter the the url of the crm that needs to be configured for a particular process for example, the following url can be added for a local appserver http //\<ip address domain appserver> 8786/\<crm name>/crmprops replace \<ip address domain appserver> with the ip address or the domain name of the url where crm is hosted if vapt setup is configured in ameyo then the crm url will be http //\<ip address domain appserver> 8786/\<crm name>/crmprops php replace http with https , if crm is configured on secure setup website propagate lead removal if checked, deleting a lead in ameyo will also delete it from the crm database propagate customer removal if checked, deleting a customer's number in ameyo will also delete it from the crm database click apply to save changes whereas, click "refresh" button to discard the changes in the edit option, you can not change the table definition for the process the table definition can only be defined at the time of the process creation if, still you want to change the table definition, then delete the process first and create a new process with the other required table definition delete a process administrator can delete any process by following below steps select the process that needs to be deleted click on delete icon it shows the following warning message on the screen click "yes" to delete the process click "no" to not delete the process when you click "yes", the process will be deleted and removed from the list the id of the deleted process cannot be reused it will remain consumed even after deletion of the process
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